Remove Benchmarking Remove Communication Remove Concentration Remove Leverage
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Milestones in strategic planning for business

Spreadym

These goals provide a clear direction for the organization and serve as benchmarks for measuring progress. Strategies involve making choices about how to allocate resources, compete in the market, leverage strengths, address weaknesses, and respond to opportunities and threats.

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Shared services raise the efficiency of the finance function

Future CFO

This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We This transformation involves leveraging systems and re-engineering processes coupled with changing the way the teams work through upskilling and "re-culturing".

Finance 52
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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130
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Transcript: Kristen Bitterly Michell

Barry Ritholtz

BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. BITTERLY MICHELL: … risk management.

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Transcript: Stephen Suttmeier

Barry Ritholtz

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. 00:26:19 [Speaker Changed] It, it’s, it’s usually it is aggressive shorts from leveraged funds on s and p futures. And since my writing skills weren’t all off the snuff, I just dove in.